ESTATE PLANNING COUNCIL OF NEW YORK CITY INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ESTATE PLANNING COUNCIL OF NEW YORK CITY INC (EIN 13-6162135)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-04-14
- IRS object ID
- 201411049349200401
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-14T05:49:25-07:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'KEEFE CPA LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 FULTON ST | AddressLine1 |
| City | FARMINGDALE | City |
| State | NY | State |
| ZIP Code | 117353454 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136162135 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE PLANNING COUNCIL OF NYC INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ESTA | NameControl |
| Phone | 8552930784 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 WESTERN AVENUE | AddressLine1 |
| City | ALBANY | City |
| State | NY | State |
| ZIP Code | 122033539 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GABE WOLOSKY | Name |
| Title | PRESIDENT | Title |
| Phone | 8552930784 | Phone |
| Date Signed | 2014-04-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY O'KEEFE | Name |
| Phone | 5165864940 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | www.epcnyc.com | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 158867 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 0 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 63180 | ProgramServiceRevenue |
| Membership Dues | 95220 | MembershipDues |
| Investment Income | 467 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 0 | GainOrLossFromSaleOfAssets |
| Gaming Gross Income | 0 | GamingGrossIncome |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 0 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 0 | GroProfitLossSalesOfInventory |
| Total Revenue | 158867 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 6500 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 976 | PrintingPublicationsPostage |
| Other Expenses Total | 149763 | OtherExpensesTotal |
| Total Expenses | 157239 | TotalExpenses |
| Excess Or Deficit For Year | 1628 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 274528 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 276156 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262589 | BOY |
| EOY | 341889 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53240 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 315829 | BOY |
| EOY | 341889 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41301 | BOY |
| EOY | 65733 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274528 | BOY |
| EOY | 276156 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | See Attached Per Schedule O | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | MEETINGS AND DISCUSSIONS OF VARIOUS ESTATE PLANNING TOPICS INCLUDING THE ESTATE PLANNERS DAY EVENT. | DescriptionProgramServiceAccom |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (17 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| GABE WOLOSKY | ||
| President | 2.00 | 0 |
| STEVEN JAY LITNER | ||
| VP | 2.00 | 0 |
| DANIEL S RUBIN | ||
| Treasurer | 2.00 | 0 |
| GEOFFREY SARGEANT | ||
| Sect | 2.00 | 0 |
| PETER CULVER | ||
| Past Pres | 2.00 | 0 |
| MARIE ARRIGO | ||
| Dir | 2.00 | 0 |
| DONNA PALUMBO | ||
| Dir | 2.00 | 0 |
| MICHAEL MARKIEWICZ | ||
| Dir | 2.00 | 0 |
| MICHAEL BURKE | ||
| Dir | 2.00 | 0 |
| JEFFREY CHANG | ||
| Dir | 2.00 | 0 |
| ANGELA LO | ||
| Dir | 2.00 | 0 |
| MICHAEL LIEBESKIND | ||
| Dir | 2.00 | 0 |
| JOAN ANTONIELLO | ||
| Dir | 2.00 | 0 |
| DAVID WEINSTOCK | ||
| Dir | 2.00 | 0 |
| MICHAEL ARELIN | ||
| Dir | 2.00 | 0 |
| JACQUELINE VALOUCH | ||
| Dir | 2.00 | 0 |
| ELLYN KRAVTIZ | ||
| Dir | 2.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | true | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RALPH BIZZARRO ADMINISTRATOR | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 WESTERN AVE STE 101 | AddressLine1 |
| City | ALBANY | City |
| State | NY | State |
| ZIP Code | 12203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8552930784 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | true | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | false | AgreeToCarryoverPriorYear |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PT I, Line 16 | See attached details $149,763 |
| PT II, Line 26 | See attached details $ 65,733 |
| PT III Exempt Purpose | To provide a better understanding of the estate planning |
| services provided by accountants, attorneys, life underwriters | |
| and trust officers and to promote cooperation among | |
| these groups. To provide a medium for discussion of | |
| topics of common interest. | |
| Form 990EZ, Part I, Line 16 | EPD 30271. MEETINGS 50473. MANAGEMENT FEES 39600. TELEPHONE 409. CREDIT CARDS FEES/BANK CHARGES 4663. INSURANCE 1070. OFFICE SUPPLIES 2389. WEBSITE 5938. EQUIPMENT RENTAL 4863. OTHER 10087. |
| Form 990EZ, Part II, Line 24 | RECEIVABLES 46160. PREPAID EXPENSES 6080. OTHER RECEIVABLES 1000. |
| Form 990EZ, Part II, Line 26 | AP & ACCRUED EXPENSES 3651. 18133. DEFERRED REVENUE 37650. 47600. |
| Form 990, Part IX, Line 24f | WEBSITE MISCELLANEOUS CE FILING FEES OTHER OFFICE |